Chinese Sovereign Wealth Funds
Metal Bulletin Research (MBR) new report is an exclusive in-depth study on China's steel and raw materials industries and their global impact. This report is presented in two volumes: Volume 1: Detailed analysis of China's steel industry from end users to mining, and its place in the world. Volume 2: Analysis of China's impact on the rest of the world. This volume looks at possible scenarios for world steel trade and investment in the light of China's growing over-capacity, and the implications for producers and investors in steel and its raw materials industries both in China and the rest of the world.
A long term strategic study, available in two interdependent volumes:
Volume 1: China's Steel & Raw Materials Industry
Unique strategic insights into the inner mechanics of the Chinese steel and steel raw materials Industry, from mining up to final end-users, now out to 2020
It paints the historical background to industry development, policies and technology. It reviews China's industrial future and Chinese steel demand in the main user industries, including detailed forecasts of steel capacity, consumption, trade and production.
Key questions addressed:
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Is there an over-arching and executable plan to China's steel development?
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What are the new strategies for the emerging Chinese super-groups Baosteel/Guangdong Group, Hebei, Anben, Wuhan and Shandong?
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What are the expansion plans and when, if at all, will they be realised?
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Has over-investment now backfired on China's growth and the growth of its steel industry?
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Have the limits to growth in China's domestic capital formation created the potential for a catastrophic collapse in investment, growth and steel consumption?
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What is the impact and role of China now on steel and raw material markets?
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Will Chinese steel over-capacity flood the world with low cost exports?
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Will Chinese exports precipitate a long period of losses for western steelmakers, with closures and a new wave of take-overs?
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Will Chinese steel companies begin an acquisitions trail overseas as their home industry completes its restructuring?
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Will the collapse of plant building in China after 10 years of breakneck growth lead Chinese plant manufacturers, backed by the Chinese sovereign wealth funds, to attack the world market for plant manufacture and contracting?
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How will China's massive investments in Australia, Africa and Latin America affect its trade, and the world market for steelmaking raw materials? How will it affect Australia's mining industry, Africa's growth and stability, and Latin America's resurgent anti-imperialism?
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Will there ever be real opportunities for western investment in China's steel and materials industries?
Volume 2: China & Its Effects on the Global Steel & Raw Materals
The events of 2008 and 2009 will transform the world's steel industry, and the policies and actions of the Chinese government and its steel companies will have a significant extent on this transformation.
Utilising analysis from Volume 1, Metal Bulletin Research fully updates and strategically analysing the various scenarios to steel and raw material production, trade, consumption and investment in markets outside China.
Key questions addressed include:
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A strategic review of what has actually happened to demand and production during 2008 and early 2009
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What will be the global balance of steel capacity and demand, given China's likely policies on capacity and exporting?
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What will be the balance in global iron ore? What is implication for the big ore mining projects currently being developed, by the majors but especially by the junior miners?
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Where will steel closures take place?
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What does the future hold for the greenfield slab export projects in L America and SE Asia, and other steel investments?
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What is the implication for GHG emissions policy in the steel industry?
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What will be the future profile of steel, scrap and ore prices?
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What is the impact on the global end-user industries such as automotive, construction, mechanical engineering
This two volume study also includes:
• Comprehensive Study Updates in Autumn 2009 & Winter/Spring
• Fully Interactive Demand & Capacity Forecasting
Related Titles
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